CloudLink Ideas Portal

Sales Mgmt - Lead and Opp Performance - team view addition (collapsible)

Please consider adding sales reps in the far left column then nesting the sources under each rep. If this can be done be sure allow the nesting to be collapsed showing only reps and their closure rates as a whole

REP/Source No Lead No Deal Lost Won Close Ratio All Leads/Opps ....

  • PSSR 1

    • Source 1

    • Source 2

    • Source 3

    • etc

  • PSSR 2

    • Source 1

    • Source 2

    • Source 3

    • etc

  • PSSR 3

    • Source 1

    • Source 2

    • Source 3

    • etc


Collapsed:


REP/Source No Lead No Deal Lost Won Close Ratio All Leads/Opps ....

  • PSSR 1

  • PSSR 2

  • PSSR 3




  • Paul Phillips
  • Jan 29 2021
  • Needs more votes
  • Attach files


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